Sap Hr Configuration Guide to Personnel Management

Implementation of SAP HCM Configuration Document

Implementation of SAP HCM (HCM- Personnel Management) Configuration Document Version: 1.0 Date: 08.10.2016

Confidential and Proprietary Australia New Zealand Bank.

1


Document amendment details Version Effective Numbe Date r 1.0

Description of Change

Prepared/ Modified By

08.10.2016 Configuration Configurati on of Personnel Administration Module

Rashmi Das

Reviewed By

Approve d By

Meenakshi Sinha

Priyanka Verma

Document Distribution This document will be directly distributed to the following individuals. Sr. No. 1 2 3 4 5 6 7 8

Name of the individual

Role

Priyanka Verma Meenakshi Sinha Rashmi Das Promita Paul Shakunt Yadav Biswajit Biswas Indrasena.Reddy.Ummadi Indrasena.Reddy.Um madi Sachin Kharde/ Praveen Dhokane

Head of Application-ITP Application-IT P Senior Manager Project Manager Team Member (ABAP Consultant) Team Member (Jr. Functional Consultant) Team Member (BASIS Consultant) Team Member (ABAP Consultant) Quality Audit

Master files are stored electronically. Printed copies of the master files are for reference 2


only

Sr.No. 1 1.1 1.2 1.3 1.4 2 2.1 2.2 2.3 3 3.1 3.2 3.3 4 4.1 4.2 5 5.1 5.2 5.3 6 6.1 6.2 6.3 7 7.1 7.2 7.3 8 8.1 8.2 8.3 9 9.1 9.2 9.3 10 10.1 10.2

Table of Content Introduction Purpose Scope Definitions, Definitio ns, acronyms and abbreviations abbreviation s References Configuration Configuration Summary Enterprise Structure General Description Purpose Define Company Code General Description Purpose Company Codes for CLIENT Maintain Personnel Areas Purpose Maintain Personnel Personnel area for CLIENT Maintain Personnel Sub-Areas General Description Purpose Maintain Personnel Sub-Area for CLIENT Maintain Employee Group General Description Purpose Maintain Employee Group for CLIENT Maintain Employee Sub-Group General Description Purpose Maintain Employee Sub-Group for CLIENT Assignment of Personnel area to Company Code General Description Purpose Assignment of Personnel Area to Company Code for CLIENT Assigning of Employee Employee sub group to Employee group General Description Purpose Assignment of Employee Sub-Group to Employee Group for CLIENT Create forms of Address General Description Purpose

Page No. 5 5 5 6 6 6 7 7 7 7 7 7 8 11 11 11 16 17 17 17 21 21 21 21 23 23 23 23 25 25 25 26 28 28 28 28 31 31 31 3


10.3 10.4 11 11.1 11.2 11.3 12 12.1 12.2 12.3 13 13.1 14 14.1 14.2 14.3 15 15.1 15.2 15.3 16 16.1 16.2 16.3 17 17.1 17.2 17.3 18 18.1 18.2 18.3 19 20 21 21.2 21.3 21.4 22 22.1 22.3 22.4 23

Create forms of Address for CLIENT Create Marital Status for CLIENT Create Religious Denomination General Description Purpose Create Religious Denomination for CLIENT Create Address Types General Description Purpose Create Address Types for CLIENT Bank Details Create Bank Connection Types Maintain Communication Types General Description Purpose Maintain Communication Types for CLIENT Internal Medical Services General Description Purpose Maintain Examinations Types for CLIENT Identification Identification General Description Purpose Maintain employees types of identifications identificatio ns for CLIENT Custom Enhancements – Objects on Loan General Description Purpose Define Custom Enhancements for IT 0040 (Objects on Loan) for CLIENT Employee Qualifications Qualificati ons General Description Purpose Maintain employees qualifications for CLIENT Create educational Certificates Work contracts from Other employers Infotype Menu General Description Purpose Infotype Menu for CLIENT Determine Choice of Infotype Menu General Description Purpose Determine choice of Infotype Menu for CLIENT Personnel Action Types

31 32 34 34 34 34 37 37 37 37 39 39 40 40 40 41 42 42 42 42 44 44 44 44 46 46 47 47 48 48 48 48 50 52 53 53 53 54 63 63 64 64 66 4


24 25 25.1 25.2 25.3

Infotypes of the info group Set up Personnel Actions General Description Purpose Set up Personnel Actions for CLIENT

68 86 86 86 87

Introduction 1.1

Purpose In times of increasing decentralization and the globalization of markets, an efficient and transparent administration for personnel data is a decisive advantage. You can manage all modern personnel administration tasks with this application component. Personnel Administration Administr ation relieves you from f rom the daily administrative administrat ive routine activities which are costly and time consuming, while simultaneously supporting you in demanding planning activities.

1.2

Scope

Advantage Advantage of this application application component - especially especially for international international corporations - is the various country specific versions which are created in accordance with the respective country specific features. By using country specific versions, you can set up Personnel Administration Administration as a standard personnel personnel administration administration system in different different countries.The countries.The scope of the project is restricted currently only to SAP HCM Modules like Organization Management and Personnel Management which later on may extended to Time Management, Payroll and Employee Self-Service and Manager Self Service. The SAP HCM Roll out project will develop and deploy a new Human Capital Management System which will provide provide a centralized repository for Employee’s HR Master Data at various Levels. The HR Master Data will be updated by the Human Resource Team using the SAP HCM System. Current Scope is restricted only to Volkswagen Finance Private Limited, INDIA (of employees) and will be later on extended to other countries. The HCM system will not able to provide a facility to integrate with FI (Finance) System (Cost Centers and Bank Account) because of VWFPL Group connectivity not possible. This functionality can be achieved by doing separately configuration of FI (cost centres and

5


Bank Account) Module in SAP HCM System attaching such files (cost centres and account numbers) to the employee master record using existing SAP functionality. 1.3

Definitions, acronyms and abbreviations

Abbreviation SAP HCM PD VWFPL HR FI OM BPD PA 1.4

Sr. No. 1.

2.

2.

Description System and Application Product in Data Processing Human Capital Management Personnel Development Volkswagen Finance Private Limited Human Resources Finance Organisation Management Business Process Document Personnel Administration Administrat ion

References Document Title

Document No.

ANZ_Business ANZ_Business Blueprint Document_HR_ V1.2 Workflows-PPT Workflows- PPT

Version

Author

1.2

Meenakshi

Released Date 08.08.2016

1.0

Nivedita

08.08.2016

Configuration Summary: Name of Project

SAP HCM

Name of Configuration

Personnel Management

Short Description

Configuration of Personnel administration and HR Process

Module/Business Process

Personnel Administration

Required T. Code

SPRO

Complexity (L/M/H)

M

Functional Consultant

Rashmi Das

6


Personnel Management The SAP Best Practices for HCM delivers a standard configuration for Personnel Management based on the most commonly used settings for businesses operating in the throughout globe. This provides a realistic business model to enable customers to begin extending the customizing to meet their specific needs. 2.1

Enterprise Structure

The enterprise structure describes the way in which an enterprise is organized and consists of the company code, personnel area and personnel subarea. Company codes are created in FI and represent the enterprise structure from a financial accounting perspective. The company code assigned in the enterprise structure for SAP Best Practices for HCM. The personnel area is an organizational unit, the personnel area is sub-divided into personnel subareas. Organizational data and guidelines as how to assign it, are stored on a personnel area and personnel subarea level. The rules and guidelines could be of a legal, pay scale and collective agreement, or internal nature. The personnel area is assigned to a company code, multiple personnel areas can be assigned to a company code but only one company code is assigned to a personnel area. Thus, each personnel area and personnel subarea combination that is delivered with the SAP Best Practices for HCM. 2.2

General Description

Enterprise structure is used to portray the specific Organizational structure of the business in the SAP HCM (R/3) System. SAP assigns employees to a part of the Enterprise structure. This is performed through assignment to a company code, personnel area and personnel sub area. All these 3 elements are held in infotype 0001 Organisation Assignment. 2.3

Purpose

The definition of Enterprise structure is the fundamental step in a project. It is a critical factor in how the project will be structured.

3. Define Company Code 3.1 General

Description

The company code is an organizational unit used in accounting. It is used to structure the business organization from a financial accounting perspective. 3.2 Purpose 7


The Enterprise Structure of CLIENT CLIENT requires a creation of Company Code which will track the activities under that particular company through a 4 letter alpha-numeric code. 3.3 Company

Codes for CLIENT

The following Company Codes has been defined for CLIENT:

Configuration Details Activity

Define Company Code

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Definition Code

Transaction Code

Financial Accounting








Edit, Copy, Delete, Check Company



SPRO

Company Code ANZ (Bangalore) Company Code

9393

Company Name

Australia Newzealand Bank

Click on New Entry

8


9


Click on

.

10


4. Maintain Personnel Areas General Description

4.1

The personnel area is an organizational unit that represents a specific area of your organization and is organized organized according to aspects of personnel, time management and payroll. A personnel area is further divided into several personnel sub-areas. 4.2

Purpose

In this step, you define the Personnel Areas in your company, adapting the functional scope of a Personnel and Time Management to your organization.

Maintain Personnel area for CLIENT

4.3

The following action is done for maintaining personnel areas for CLIENT as CLIENT as a company: a. b.

To carry out the activity, choose the following navigation option. Choose New Entries, Entries, enter the values values and SAVE the entries.


Maintain Personnel Areas

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Definition

Transaction Code

Human Resources



Personnel areas








Personnel Areas



SPRO

The following Personnel area has been defined for CLIENT: CLIENT: COMPANY CODE

PERSONNEL AREA CODE

PERSONNEL AREA DESCRIPTION

(4 CHAR)

(4 CHAR)

(30 CHAR)

9393

8383

ANZ B

11


9393

8384

ANZ P

Click on new entries.

12


13


Click on

button.

14


15


Click on

.

5. Maintain Personnel Sub-Areas 5.1

General Description

A personnel sub-area is an organizational unit that represents a specific area of the company organized according to certain aspects of personnel, time management and payroll.

16


5.2

Purpose

Personnel sub-areas are a subdivision of the personnel area. The personnel sub-area is a unit within the enterprise structure that is only used in PA. Organizational control of the main HR subareas, namely the pay scale and wage type structures and work schedule planning, takes place at the personnel sub-area level. In this step, you define the Personnel Sub Areas in your company, adapting the functional scope of a Personnel and Time Management to your organization for a Personnel Area.

Maintain Personnel Sub-Area for CLIENT

5.3

Personnel sub-areas are identified by a four-character, alphanumeric code. They are used to store the respective country-specific control features The following action is done for Personnel Sub Areas for CLIENT as CLIENT as a company: a. b.

To carry out the activity, choose one of the following navigation options: Choose appropriate Personnel Area, New Entries, enter the values and SAVE the entries.


Maintain Personnel Sub-Areas SAP Customizing Implementation Guide (IMG)  Enterprise Structure

IMG Menu Path

Definition  Human Resource Management Create Personnel Sub Areas

Transaction Code

SPRO



Personnel Sub Areas

 

The following Personnel Sub area has been defined for CLIENT: CLIENT: PERS ONNE L AREA CODE (4 CHAR)

203

204

PERSONNEL AREA DESC

PERSONNEL SUB AREA CODE

PERSONNEL SUB AREA DESCRIPTION

(30 CHAR)

(4 CHAR)

(15 CHAR)

ANZ B

ANZ P

9393

Human Resource

9393

Sales Dpt.

9383

Accounts Dpt.

9383

Safety 17


18


Click on Save.

19


20


Click on Save.

6. Maintain Employee Group 6.1

General Description

The employee group divides employees into groups and defines their relationship to the enterprise. The employee group allows you to divide your employees into groups and allows you to define their relationship to the enterprise. This will help you to distinguish your employees between persons actively employed and retirees. 6.2

Purpose

Employee groups represent a subdivision of employees. Within PA, a distinction is made between employee groups for active employees, inactive employee, retirees, and early retirees. In Customizing, each employee group has a one-character code. In this step, you define the Employee groups in your company. 6.3

Maintain Employee Group for CLIENT 21


The following action is done for Employee Group for CLIENT as CLIENT as a company: a. b. c.

To carry out the activity, choose one of the following navigation options: Choose New Entries, Entries, enter the values values and SAVE the entries. It is recommended to use the SAP standard entries


Maintain Employee Group

IMG Menu Path

SAP Customizing Implementation Guide (IMG) Definition

Transaction Code

Human Resource Management








Employee groups



SPRO

The following Employee sub group has been defined for CLIENT: CLIENT: Employee Group

Employee Group Text

7

Contract

8

On roll

22


Click on Save Button.

7. Maintain Employee Sub-Group 7.1

General Description

The employee subgroup represents a subdivision of the employee group. By defining employee’s subgroup, we essentially begin to set up personnel structure. 7.2

Purpose

Employee subgroups subdivide employee groups according to the employee’s status. All of the control features for the personnel structure are defined at the employee subgroup level. The employee subgroup represents a subdivision of the employee group. When you define employee subgroups, you are essentially begun to set up your personnel structure. Features are allocated to this in later steps. Employee Grades can also be used as a criterion to determine Employee Subgroups. 7.3

Maintain Employee Sub-Group for CLIENT

The following business subtasks are provided among other things: 

Specification of processing in payroll accounting



Specification of validity of primary wage types



Specification of validity of work schedules



Specification of validity of pay scale groups



Specification of validity of time quota types 23


The following action is done for Employee Sub-Group for CLIENT as CLIENT as a company: To carry out the activity, choose the following navigation options: Configuration Details

Activity

Maintain Employee Sub-Group

IMG Menu Path

SAP

Customizing

Implementation

Guide

StructureDefinitionHuman Resource groupsDefine Employee Sub groups

E Transaction Code

(IMG)



Enterprise

Management Employee Sub

SPRO

Employee sub group is defined at the local country level.

Employee Sub Group

Employee Sub Group Description

1*

Chairman

2*

Vice President

3*

CEO

4*

Hr Head

24



8. Assignment of Personnel area to Company Code 8.1

General Description

In this step, you allocate each of your personnel areas to your company code. 8.2

Purpose

When a personnel number is created, the corresponding company code is allocated to it in the infotype Organizational Assignment (0001), depending on the enterprise structure in which the employee is situated. 25


Assignment of Personnel Area to Company Code for CLIENT

8.3

a. b.

Choose corresponding company for the personnel areas created and save the same. To carry out the activity for CLIENT, CLIENT, choose the following navigation options


Assignment of Personnel Area to Company code.

IMG Menu Path

SAP Customizing Implementation Guide (IMG)Enterprise Structure Assignment  Human Resource Management Area to Company code

Transaction Code



Assignment of Personnel



SPRO

26


Assign Personal Personal Area Area Code to Company Code. Click on Save.

27


9. Assigning of Employee sub group to Employee group 9.1

General Description

In this step, employee subgroups are assigned to their respective employee groups. In addition to this, we determine whether the employee group/employee subgroup combinations are allowed for the country groupings. 9.2

Purpose

Employee subgroups must be assigned to their respective employee groups to distinguish the employee groupings. 9.3

Assignment of Employee Sub-Group to Employee Group for CLIENT

To carry out the activity for CLIENT, CLIENT, choose the following navigation options: Configuration Details Activity

Assignment of employee subgroup to employee group.

IMG Menu Path

SAP Customizing Implementation Guide (IMG) AssignmentHuman Resource Management Subgroup to Employee group

Transaction Code






Assignment of Employee



SPRO

28


29


30


Click on Save.

10. Create forms of Address 10.1

General Description

In this step, you can set up forms of address for employees. For each form of address, you must specify the form-of-address key, a short and long text and the gender. There are three gender keys (1 = male; 2= female; ' ' = not specified). Do not change these keys. 10.2

Purpose

To provide the forms of addresses for employees / applicants. 10.3

Create forms of Address for CLIENT

The Form of Address Key field holds the title by which the employee would like to be addressed. SAP provided the following standards form of address key, which will be retained and standardized for Global Template. a. b.

Choose New entries – – Enter Form of Address key, Title and the description, choose the appropriate gender and the save the details To carry out the activity for CLIENT, CLIENT, choose the following navigation options:


Create Address Types.

IMG Menu Path

IMG



Data



Transaction Code





Personal



Personal DataCreate forms of address

SPRO

31


SAP Standard Form of Address type FOA key

Desc.

Long text

Gen.

+

Mr

Mr

1

?

B

Mrs

2

10.4

Create Marital Status for CLIENT

32


a. b.

Choose New entries – entries – Enter Enter the desired Marital status id, description and save the details To carry out the activity for CLIENT, CLIENT, choose the following navigation options:


Create Marital Status. Status.

IMG Menu Path

IMG



Data



Transaction Code





Personal



Personal Data Create marital status

SPRO

The following marital statuses are available in Standard SAP.

Code + =

Marital Status Designations Description Single Marrie Divorc

33


11. Create Religious Denomination 11.1

General Description

In this step you create possible religious denominations for employees.

11.2

Purpose

This is to setup the religions for associating with the employees / applicants. 11.3

Create Religious Denomination for CLIENT

34


a.

Choose New entries entries – – Enter the required Religion denomination key, Abbreviation and Description of the Religious denomination and Save the details. To carry out the activity for CLIENT, CLIENT, choose the following navigation options:

b.


Create Religious Denomination.

IMG Menu Path

IMG



Data



Transaction Code


Personal Data




Personal



Create religious denomination.



SPRO

Following Standard Religious Denomination will be maintained for CLIENT.

55

Marital Status Denomination Abbr. text HIN Hindu

52

MUS

53

SIK

54

CHR

Key

Muslim SIKH Christian

35



Click on

.

36


12. Create

Address Types

12.1 General Description In this step various address types can be created which can be subtypes of infotype 006, Addresses. Example : Possible address types include the following: Permanent residence, Secondary residence, Mailing address, Standard settings. The standard SAP system contains the most common address types, It is recommended to adopting the standard settings.

12.2 Purpose To create and maintain address types for employees / applicants to track their location of stay while employed in the company.

12.3 Create Address Types for CLIENT To carry out the activity for CLIENT, CLIENT, choose the following navigation options: Configuration Details Activity

Create Address Types.

IMG Menu Path

IMG



Data



Transaction Code

Personnel Management Addresses


Personal



Create address types.



SPRO

Address Types as defined for CLIENT

Address Subtypes

Address Types

Remarks

5671

Permanent

Main contact/ Permanent residence address

5672

Temporary

Temporary or current address of stay

5673

Emergency

Leading contact incase or emergency

37


Click on Save. 38


13 Bank Details 13.1 Create Bank Connection Types In this step, all applicable bank connection types are maintained. The bank connection types are defined as subtypes of infotype 0009, Bank Details. Activity

IMG Menu Path

Transaction Code

Maintain Communication Types. IMG Path: Personnel Path: Personnel Management  Personnel Personnel Administration  Personal Personal Data Bank Bank Details Create Create bank connection types

SPRO

39



14 Maintain Communication Types Types 14.1 General Description In this step you define the valid communication types, which will be stored for addresses. Examples Employees may have a second telephone and fax machine at an address.

14.2 Purpose This infotype enables you to record an employee’s various forms of communication contacts such as a cell phone, email address, etc.

40


14.3 Maintain Communication Types for CLIENT a.

Choose New entries – entries – Enter Enter the type, category, text and save the details b. To carry out the activity for CLIENT, CLIENT, choose the following navigation options:

Configuration Details

Activity

Maintain Communication Types.

IMG Menu Path

Transaction Code

IMG  Personnel Management  Personnel Administration Personal Data  Addresses  Enter communication types



IMG Personnel Management  Personnel Administration  Communication Create communication types SPRO

Communication Sub-types as defined for CLIENT Communication types Subtype

Descriptions/ Text

356

Email id

Remark

41



15. Internal Medical Services 15.1 General Description In this step you define the valid examination type, which will be stored for internal medical services. Examples Employees may have a blood group and hearing test etc. for internal medical services.

15.2 Purpose This infotype enables you to record an employee’s various forms of internal medical services.

15.3 Maintain Examinations Types for CLIENT To carry out the activity for CLIENT, CLIENT, choose the following navigation options:

42


The different types of health examinations an employee would be subject to are defined in this step. In the context of VW, Medical examinations which are necessary for its business process requirements are defined here. A new Subtype BLDG is created f or storing the Blood Group inf ormation of the em ployee. Configuration details Activity

Maintain Examination Types

IMG Menu Path

IMG  Personnel Management Personnel Administration  Personal Data Internal Medical Service  Specify Examination Types

Transaction Code

SPRO

43



16. Identification 16.1 General Description In this step you define the employee’s identifications, which will be stored for identifications.

16.2 Purpose This infotype enables you to record an employee’s various types of identifications.

16.3 Maintain employees types of identifications for CLIENT To carry out the activity for CLIENT, CLIENT, choose the following navigation options Create identifications types Activity

Maintain types of identifications

IMG Menu Path

IMG



Data







Personal



IdentificationMaintain types of Identification

44


Transaction Code

SPRO

Types of Identification IC

Description

65

PAN Card

66

Voter ID

45



17. Custom Enhancements – Objects on Loan 17.1 General Description

46


SAP HR does not provide the facility to capture the additional information required in SAP and hence this enhancement is required. To accomplish this, the Infotype 0040 – Objects – Objects on Loan needs to be enhanced to maintain addition data related to Loan

17.2 Purpose CLIENT wants to capture the Loan details for all employees. The additional information captured is Amount of Loan, Dates of Loan issues, Recovery Start month and Duration of Loan (in months).

17.3 Define Custom Enhancements for IT 0040 (Objects on Loan) for CLIENT To carry out the activity for In Dev, Dev, choose the following navigation options:

Activity

Define Object on Loan

IMG Menu Path

IMG  Personnel ManagementPersonnel Administration  Contractual and Corporate Agreements  Objects on Loan  Define Objects on Loan

Transaction Code

SPRO

Object on Loan Subtype

Name

78

Laptop

47


18 Employee Qualifications 18.1 General Description In this step you define the employee’s qualification, which will be stored for education.

18.2 Purpose This infotype enables you to record an employee’s various types of educations.

18.3 Maintain employees qualifications for CLIENT To carry out the activity for CLIENT, CLIENT, choose the following navigation options Create education establishment types

48


In this step, possible education establishment types are maintained. In VW context, 12 different types of education establishments have been defined. Activity

Create education establishment types

IMG Menu Path

IMG  Personnel Management Personnel Employee QualificationsEducation and Training establishment types SPRO

Transaction Code

Administration  Create education

Education Establishment Types Educ. Est.

Educ. Est. test

76767676

SSC

56565656

HSC

34343434

Graduate

12121219

Post Graduate

Course

49


Click on Save .

19. Create educational Certificates All possible educational educational certificates are defined here. In VW context, the name of the educational Establishment is taken as the type of certificate itself. For example, B.Com (Value 06) is taken as the certificate name for an employee who possesses a B.Com degree. Activity

Define Permissible Values for Examination Area.

IMG Menu Path

IMG  Personnel Management Personnel Administration  Employee QualificationsEducation and TrainingCreate Educational Certificates SPRO

Transaction Code

50


Examination Certificate Certificate

Certificate text

34

SAP Certification

51



20. Work contracts from Other employers In this step, possible work contracts from other employers are defined. Activity

Work Contract for other employees

IMG Path: Path: Personnel Management Personnel Personnel Administration  Employee Employee Qualifications  Other Other previous employer  W Work ork contracts from Other employers Transaction Code SPRO

IMG Menu Path

52


Click on Save Button. 53


21 Infotype Menu 21.1 General Description These menus can be defined so that they are dependent on the user group (user parameter UGR). If there are no entries for an infotype menu for the user's user group or if the user has not maintained his/her user group, then the infotype menu is determined using the reference user group. Example You want to include an infotype in an infotype menu or define a new infotype menu for a user group.

21.2 Purpose In this step, you define the infotype menus for maintaining and displaying Human Resources master data.

21.3 Infotype Menu for CLIENT a.

Choose menu category "I" and and the infotype menu.

b. c.

Define whether the menu is to be dependent on the user group. If necessary, assign the system response for the case where the user has not maintained the user group or where there are no entries in the menu. Assign a reference user group group which can be used to set up the menu, if necessary.

d.

Infotypes in the infotype menu a. b.

e.

Choose menu category "I" and and the infotype infotype menu. Copy the infotypes into the menu for the user group.

Carry out the activity for CLIENT, CLIENT, choose one of the following navigation options


Infotype Menu.

IMG Menu Path

IMG

Personnel



Management

Personnel



Customizing Procedures  Infotype Menus dependency on menus and info groups



Administration



Infotype MenuUser group

IMG  Personnel Management  Personnel Administration  Customizing Procedures  Infotype Menus  Infotype MenuInfotype Menu

54


Transaction Code

SPRO

Menu Name

01

02

Master Data

Contract Data

Nr.

Infotype Infotype Text

01

0000

Actions

02

0001

Organizational Assignment

03

0003

Payroll Status

04

0006

Employee's Address

05

0007

Planned Working Hours

06

0008

Basic Pay

07

0009

Bank Detail

08

0021

Family Members/Dependents

09

0022

Education

10

0023

Other/Previous Employers

11

0024

Objects on Loans

12

0185

Personal IDs

13

0041

Data Specifications Specificati ons

01

0016

Contract Elements

02

0032

Internal Data

03

0007

Planned Working Time

04

0005

Leave Entitlement

05

0050

Time Recording Info

55


03

04

01

0019

Monitoring of Task

02

0040

Objects on Loan

03

0003

Payroll Status

04

0008

Basic Pay

05

0009

Bank Details

06

0185

Personal IDs

07

0014

Recurring Payments/Deductions

08

0581

Housing (HRA/CLA/COA)

01

0003

Payroll Status

Gross/net payroll

Net payroll

56


Click on Save Button

Click on

.

57


58


Click on Save.

59


Click on

.

60


Click on Save.

61


Click on Save.

62


Click on Save.

22. Determine Choice of Infotype Menu 22.1 General Description This choice can be defined so that it is dependent on the user group (user parameter UGR). If you have defined the set-/get-parameter PMN (infotype menu), the corresponding infotype menu appears when you call the initial HR Master Data display/maintenance screen for the first time. Otherwise the infotype menu "01" is used. If there are no entries in the table for the user's user group, or if the user has not maintained his/her user group, then the infotype menu choice is determined using the reference user group. Example 63


You have defined a new infotype menu and want this to appear in the dialog box.

22.2 Purpose In this step, you define the infotype menu choice which appears in a dialog box when Human Resources master data is maintained and displayed, if the user chooses the pushbutton "Other menu" to change the current infotype menu.

22.3 Determine choice of Infotype Menu for CLIENT 1. 2. 3. 4. 5.

User group dependency dependency of the choice of infotype menu Choose menu category "S" and menu "01" for the infotype menu choice. Determine whether the menu is to be dependent dependent on the user group. If necessary, assign the system response for the case where the user has not maintained his/her user group or where no entries exist. Assign a reference user group group which can be used to set up the menu if necessary.

Infotype menus in infotype menu choice a) Choose menu category "S" and menu "01" for the infotype menu choice. b) Include the infotype menus for the user group. 6. Carry out the activity for CLIENT, CLIENT, choose the following navigation options: Configuration Details Activity

Determine choice of Infotype Menu.

IMG Menu Path

IMG  Personnel Management  Personnel Administration  Customizing Procedures  Infotype Menus  Determine choice of infotype menus

Transaction Code

User group dependency on menus and info groups



SPRO

64


Click on Save.

Activity


IMG Menu Path

IMG  Personnel Management  Personnel Administration  Customizing Procedures  Infotype Menus  Determine choice of infotype 65


menus Infotype Menus Transaction Code

SPRO

Click on Save Button,

23. Personnel Action Types In this step, possible personnel actions types are maintained for each action .

66


Activity


IMG Menu Path

IMG  Personnel Management  Personnel Administration  Customizing Procedures  Infotype Groups  Setup personnel actions  Personnel Action Types SPRO

Transaction Code

67


Click o Save Button. 24. Infotypes of the info group a. Choose the info group. b. Assign the operations, infotypes and info subtypes for the user group and the return value of the feature IGMOD. 68


c. Read the field documentation for the allowed operations. Configuration Details Activity

Define Infogroups.

IMG Menu Path

IMG  Personnel Management  Personnel Administration Customizing Procedures  Actions  Define InfogroupsInfogroup

Transaction Code

SPRO



Infogroups as defined for CLIENT

Action No.

Action Type

01

Hiring

02

Probation Extension

34

Confirmation

36

Promotion

72

Change Of Salary

70

Organizational Reassignment

75

Disciplinary Action

89

Resignation

40

Global Assignment

90

Leaving

91

Rehiring

92

Service Extension

Usergrou p

Infogrmodi..

No.

Operation Mode

InfoTypes

Info Types Description

40

1

INS

0000

40

2

INS

0001

40

3

INS

0006

Actions Organizational Assignment Addresses

40

4

INS

0007


40

5

INS

0008

Basic Pay

40

6

INS

0009

Bank Details

40

7

INS

0016

Contract Elements

SubType

69


40

8

INS

0021

40

9

INS

0022

40

10

INS

0023

40

11

INS

0028

Family Member/Dependents Education Other/Previous Employers Internal Medical Service

40

12

INS

0040

Objects on Loan

40

13

INS

0041

Date Specifications

70


Click on Save.

71


Confirmation Action Usergroup 40 40

Infogrmodi..

No.

01

40

02 03 04

40

05

40

Operation Mode

InfoTypes


COP

0000

COP

0001

COP

0008

Action Organizational Assignment Basic Pay

COP

0016

Contract Elements

COP

0041

Date Specifications

SubType

72


Click on SAVE. Probation Extension Action Usergrou p

Infogrmodi. .

No .

Operation Mode

InfoType s

40

01

COP

0000

40

02

COP

0001

Action Organizational Assignment

40

03

COP

0002

Personal Data

40

04

INS

0016

Contract Elements


SubTyp e

73


74


Click on Save .

Usergroup

Infogrmodi..

Organisation Reassignment Action Operation No. InfoTypes Info Types Description Mode

40

01

COP

0000

40

02

COP

0001


40

03

COP

0002

Personal Data

40

04

COP

0016

Contract Elements

SubType

75


Click on Save.

Usergroup

Infogrmodi..

No.

Global Assignment Action Operation InfoTypes Info Types Description Mode

40

01

COP

0000

Action

40

02

COP

0001


40

03

COP

0006

Addresses

40

04

COP

0105

Communication

SubType

76


Click on Save.

Change of Pay Action No.

Operation Mode

InfoTypes

40

01

COP

0000

Action

40

02

COP

0001


40

03

COP

0002

Personal Data

40

04

COP

0008

Basic Pay

Usergroup

Infogrmodi..


SubType

77


Click on Save. Promotion Action No.

Operation Mode

InfoTypes

40

01

COP

0000

Action

40

02

COP

0001


40

03

COP

0002

Personal Data

40

04

COP

0008

Basic Pay

Usergroup

Infogrmodi..


SubType

78


Click on Save.

Usergroup

Infogrmodi..

No.

Resignation Action Operation InfoTypes Mode


40

01

COP

0000

40

02

COP

0001


40

03

COP

0002

Personal Data

SubType

79


Click on Save. Leaving Action No.

Operation Mode

InfoTypes

40

1

LIS9

0000

40

2

LIS9

0001

40

3

LIS9

0185

40

4

LIS9

0041

40

5

LIS9

0587

40

6

LIS9

0591

Usergroup

Infogrmodi..


SubType

Actions Organizational Assignment Personal IDs Date Specifications Provident Fund Contribution Nominations 80


40

7

LIS9

0009

Bank Details

Click on Save.

81


Disciplinary Action

No.

Operation Mode

InfoTypes

40

01

COP

0000

40

02

COP

0001


40

03

COP

0002

Personal Data

Usergroup

Infogrmodi..


SubType

82


Click on Save. Usergrou p

Infogrmodi..

No.

Operation Mode

InfoTypes


40

1

INS

0000

40

2

INS

0001

40

3

INS

0002

40

4

INS

0006

Addresses

40

5

INS

0007


40

6

INS

0009

Bank Details

40

7

INS

0016

40

8

INS

0021

40

9

INS

0022

40

10

INS

0023

40

11

INS

0028

Contract Elements Family Member/Dependents Education Other/Previous Employers Internal Medical Service

40

12

INS

0040

Objects on Loan

40

13

INS

0041

Date Specifications

SubType

Actions Organizational Assignment Personal Data

83


Click on Save.

84


Click on Save.

Usergroup

Infogrmodi..

No.

Operation Mode

InfoTypes


40

1

COP

0000

40

2

COP

0001

40

3

COP

0002

Actions Organizational Assignment Personal Data

40

4

INS

0016

Contract Elements

40

5

INS

0041

Date Specification

SubType

85


Click on Save.

25. Set up Personnel Actions 25.1 General Description You can use personnel actions to carry out complex personnel administration procedures. A personnel action displays, in the correct sequence, the infotypes that have to be maintained for a specific action.

25.2 Purpose

86


In this step you determine whether you want to use the Additional Actions infotype (0302). The Additional Actions infotype ( 0302) enables t he automatic logging of all personnel actions types that you carr y out for an employee on a key date. Note that in the Actions infotype (0000), only one personnel action type is saved per day. In this infotype, you only store the personnel action types that change the status of the employee, such as the personnel action type leaving. You define the personnel action types that represent the personnel processes in your enterprise. This means that within the personnel action Hiring, all the infotypes that must be maintained when hiring a new employee are displayed automatically to the personnel administrator for processing. Define a priority list for the personnel action types that do not change status, and must therefore not be stored in the Actions infotype (0000), but which should nonetheless be logged in this infotype. If the personnel administrator performs no personnel action types that change status, but instead several that do change status on one day, the priority list controls which of these personnel action types is to be stored in the Actions infotype (000). Note that personnel action types that are only used to process several infotypes in an Infogroup should not be stored in the Actions infotype (0000). SAP recommends that you log personnel action types such as these automatically using the Additional Actions infotype (0302). You only have to carry out this activity if you want to use the Additional Actions infotype (0302), and have activated this infotype. If you want to perform simplified employee organizational changes, you can also set up a 'Country reassignment' action type in this step, for which you set the Country reassignment indicator. For more information on country reassignments, refer to Personnel Administration documentation under Business Processes in Personnel Administration -> Country Reassignment.

25.3 Set up Personnel Actions for CLIENT 1. for 2. 3. 4. 5.

If you want to use the Additional Actions infotype (0302), call up view Activate Activate 'Additional Actions' all existing personnel numbers. Call up the view Personnel Action Types. Check the SAP sample entries. Delete the entries you you do not require. If required, define several personnel action types. a) Choose New entries. b) In the Action type field, enter a number, and in the Name of action type field, enter a name for the personnel action type. c) In the FC field, enter the function character for the personnel action type. You can distinguish the first entry actions from all the others. Choose the function character 1 for first entries, 7 for first entries with data transfer from recruitment and 0 for all other personnel action types. d) If required, define the status indicator STAT1 (customer specific). This status indicator is not used in the standard system. You can use this indicator individually. e) Define the status indicator STAT2 (recruitment) and STAT3 (Special payment). f) Decide whether you require standard decision rules to define plausibility rules for the sequence of personnel action types (check feature). Note: Never change the standard decision rules. g) Decide whether organizational assignment data may be changed whilst personnel actions are being carried out. When you set the indicator P, the position field in the Actions infotype (0000) is ready for entry. entry. You can process the fields Personnel area, Employee group and Employee subgroup with the indicatorsPA, EG and ES. 87


h) Assign an infotype group number to the IG field in the personnel action type. You can then process the the individual infotypes from the selected group in the personnel action type in the appropriate sequence. You defined the infotype groups in the " Define Infogroups" step. i) Specify whether the date entered on the initial screen of the Actions infotype (0000) is the start date for new infotype records or the end date for old infotype records. This is especially important in the case of leaving actions. j) Use the indicator U0000 to determine whether your personnel action type should create a new record for the Actions infotype (0000). k) Use the Country change indicator to determine whether the personnel action type is a country change. 6. If you have activated the Additional Actions infotype (0302), determine whether your personnel action type should be logged in the Additional Actions infotype (0302) using the U0302 indicator. Call up the view Priority list for personnel action types. 7. Specify a priority list for the personnel actions which which do not change the status, and for which you have set the indicator to U0000. 8. In the Priority field assign sequential numbers with a maximum of of two digits to each of the personnel action types. The smaller the number, the higher the priority of the accompanying personnel action type. Do not define any new personnel action types if only the infotype group should be different for the personnel administrator. To achieve this, you can define the infogroups as user group dependent. The keys for personnel action types, which you carry out for an employee, for example, hiring, organizational change, leaving, are stored in the infotype Actions (0000). The existence of a personnel number is ruled out by the existence of a record in this infotype. Only one record can exist for this infotype on the database at any one time. When an employee has left, there is also a record in the system for the personnel action Leaving. The most important information in this infotype is the employee's employment status: active, leave of absence, retired, left. Personnel actions that are only used to process several infotypes in an infogroup should not be saved in the infotpye Actions (0000). SAP recommends that you log personnel actions of this kind automatically using the Additional actions infotype (0302). Notes on the creation of batch-input sessions: If you want to carry out a batch-input for a personnel action, do not call up transaction PA40 (Actions menu). Instead, call up transaction PA30 (infotyp menu). In the actions menu place your cursor on the line containing the relevant action; this assumes you know the exact setup of the menu. Proceed as follows: 1. Call up transaction PA30. 2. Choose the Actions infotype (0000). 3. Enter the personnel action type in the Type field. 4. When processing entry actions, enter the function code '=INS', for other actions, enter the function code '=COP'. Steps to proceed : 88


Choose - Activation 'Additional Actions', Remove the tick mark from TEST and execute, the proceed with maintaining data in Personnel Action Types. Carry out the activity for CLIENT, CLIENT, choose the following navigation options: Configuration Details Activity

Set up Personnel Actions.

IMG Menu Path

IMG




Procedures Types Transaction Code

Actions



Personnel Administration  Customizing



Set up personnel actions



Personnel Action



SPRO

89


Click on Save.

90

Sap Hr Configuration Guide to Personnel Management

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